The Product Specialist role will support the fixed income Product Managers and Investment Directors with various tasks and goals, including: Existing fund analysis, requiring the development of a deep knowledge of all aspects of the process, team, performance and investment strategy for all fixed income disciplines. Client reporting, including the provision of data and the pr...
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Date: 13 May
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Exeter, Devon
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£25,000 - £30,000 per annum
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0 applications
Portfolio Manager Location: Exeter Salary: £25,000 - £30,000 This is an incredible opportunity to be working for one of the leading stockbroking and investment management companies in the UK that offer traditional, high-quality service to the discerning private investor. In this position you will be given great responsibility and a wide rage of duties to manage client portfolios. Duties and Require...
Our clients are a leading Wealth management organisation with several offices in the South East. Due to a promotion they require an administrator to support the Investment management team. Administration duties will include placing trades, re balancing portfolios, processing new business, and maintaining fund information. Candidates must have experience of investment administration support within an Wealth Manager or investment company. They mu...
Job Description This growing and ambitious Wealth Management firm based in the West End are seeking an experienced Administrator / Sales Support professional to join their Investment team. This is an excellent opportunity for individuals with recent experience within an investment related role to further their career. You'll be responsible for assisting the Investment Director for ensuring that both the di...
Job Description This growing and ambitious Wealth Management firm based in the West End are seeking an experienced Administrator / Sales Support professional to join their Investment team. This is an excellent opportunity for individuals with recent experience within an investment related role to further their career. You'll be responsible for assisting the Investment Director for ensuring that both the di...
An established Wealth management consultancy seeks a Senior Investment Administrator to join the group. Candidates must have previous experience working within an Investment operation with experience of using the Pershing Nexus Complete System. This role will assist the Investment Director ensuring that all trades placed are line with the business management service. Being responsible for processing new business from ini...
SENIOR INVESTMENT OPERATIONS ADMINISTRATOR - £40k - EC1 Qualifications & Experience: - Good standard of education required. Degree not essential but progress, or desire to progress towards the CII Diploma in Financial Planning would be preferential. Previous experience of working in investment operations is vital, regardless of whether it was obtained at a wealth management firm, asset management company, investmen...
Our client a well established and expanding Wealth Management firm currently require a Senior Investment Administrator due to growth. Responsibilities: - Assisting the Investment Director in ensuring that both the discretionary investment management service and the advisory service operate as efficiently and as effectively as possible. - Being responsible for processing new business from initial account set-up thro...
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Date: 4 days ago
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Spain,
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£40,000 - £120,000 per annum, inc benefits, OTE
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4 applications
Trainee Investment sales- Junior Broker: Spain A position has arisen for sales people to join a successful floor based in mainland Spain. A great opportunity to work within a vibrant City with some top earning potential. My client offers a variety of investments ranging from Forestry, diamonds, metals, property and film investments. My client is well established broker with offices worldwide. The Spain office ha...
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Date: 9 May
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Bristol, Avon
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£25,000 - £30,000 per annum, inc benefits
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34 applications
Our client is traditional Investment Management offering in central Bristol and is looking to recruit an Assistant Investment Manager to join their highly driven team of Directors. This firm is highly respected in the local market. With ambition to become a fully qualified Investment Manager in the future, in the short term, while you qualify and gain experience, you will be involved with a range of duties. You will support Investment...
A well funded Real Estate Investment firm in North London is looking to recruit an Investment/Acquisition Agent to work on behalf of their fund. This role will entail establishing and maintaining contact with agents, developers, investors and other property professionals in order to source and secure opportunities for the company to invest in, whether this be land/sites, residential/commercial or retail/offices etc. focusing mai...
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Date: 4 days ago
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Reigate, Surrey
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£26,000 - £32,000 per annum
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9 applications
This leading organisation is seeking a Investments Transition Analyst to join their Implementation Team who is responsible for the efficient implementation of client investment structures and the monitoring of transitions executed by specialist third-party transition managers. The Role As a Investments Transition Analyst you will focus on this implementation role and deal with transition project management. This can involve mo...
Ref: 1324 Job Title Investment Manager Location London City Salary £65,000 Opportunity: This is a great opportunity to work for a successful and long established wealth management practice that manages significant assets for its clients. Environment: Established and professional working environment where providing a bespoke client service is the number one priority and the company’s client retention is...
48 jobs matching this search were posted in the last week
Based in the heart of London, I am recruiting for a highly respected specialist Investment Consultancy that are renowned for providing ongoing consulting support in the oversight of their clients investment managers. This specific division provides clients with a range of services, depending on their requirements and to help client achieve their investment objectives. The role of Associate focuses on risk and return reporting on cli...
Investment Research / Reporting Analyst London - £25,000 - £30,000 A leading London based Investment Consulting Group are currently looking to recruit a high calibre candidate with a strong educational background to work as a Research / Reporting Analyst. The position will involve supporting consultants through the production of detailed research, reporting and analysis across a range of fund and asset...
Position: Investment Advisor Support A leading Financial Services firm now has an exciting opportunity within their Investment Advisor Support team. Joining their expanding office, you will be responsible for providing a first class service to their nationwide clients (prospective and existing), whilst also providing vital sales support to the Investment Advisors. This role offers excellent opportunities for p...
Urgent requirement for experienced Complaints Handlers, this growing Financial Services organisation is seeking articulate individuals to join their team. You will be providing exceptional service to Investors by demonstrating knowledge and personality. The role will involve the following: Managing inbound calls based in the call centre Gathering full details on every complaint recieved Entering complaint ...
A regionally established financial planning firm are looking to employ a senior investment operations administrator to operate on their unique discretionary investment management platform. You will assist the Investment Director in their investment management proposition and advisory service whilst ensuring all trades are in conjunction with company standards. Further responsibilities will include the processing of new business from i...
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Date: 4 days ago
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Sevenoaks, Kent
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£21,000 - £24,000 per annum
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18 applications
Our client is an Investment Management company dealing with High Net Worth Private Clients. They are looking for an Administrator to set up and maintain accurate and complete investment accounting records and reporting systems for the Company’s portfolio clients in accordance with the procedures laid down in their Compliance Manual. Responsibilities will include dealing with administration related queries from clients, the cust...
Capita Financial Group is a wholly owned subsidiary of Capita Plc, a FTSE 100 company and the UK’s leading provider of outsourcing services. Capita Financial Group (CFG) has over 35 years of fund administration experience and now employs 650 people. CFG works with over 100 investment managers providing fund administration solutions across the principal European jurisdictions including the UK and Ireland, and a comprehensive ran...
The Company Capita Financial Group is a wholly owned subsidiary of Capita Plc, a FTSE 100 company and the UK’s leading provider of outsourcing services. Capita Financial Group (CFG) has over 35 years of fund administration experience and now employs 650 people. CFG works with over 100 investment managers providing fund administration solutions across the principal European jurisdictions including th...
Job Description Reed Insurance are currently recruiting for a leading Investment Management firm. Our client are looking for a Compliance Investment officer. The successful candidate will have the responsibility of overseeing of the Firm's CASS function; in line with Firm values and FCA regulations. The ideal candidate will come from an investment background with previous experience in a si...
Portfolio Data Analyst Established company in Leeds city centre is seeking an additional portfolio data analyst Working within our very busy Production Team you will be expected to: Reconcile, manipulate and verify investment holdings and transaction data. Evaluate and interpret our investment and data reports. Produce client reports As the role requ...
My client, a leading firm of Wealth Managers, are looking to expand their existing team by taking on an experienced Business Development Manager to promote their DFM services in the North. This is a fantastic opportunity to join a successful team within an established, forward thinking organisation, whilst opening the door to further career development and reward. The successful candidate will have an excellent track record in B...
Product Manager, Savings & Investment We are looking for Product Manager (Savings & Investments) for a business in London. The successful applicant will be responsible for designing and delivering a scalable base of regular premium savings and investment products that will then be "assembled" in to a coherent and suitable customer proposition in the regions. The role takes cues on what product is needed from th...
